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Shauna-Frederick-CFO-on-the-Go-Services CREATE EFFICIENCY
AND FINANCIAL
PROFITABILITY
IN YOUR BUSINESS
WITH FREDERICK OTG, ON THE GO CFO


  • A monthly analysis of your books and records to ensure entries are being recorded properly and to provide analysis and oversight to ensure your books are on track.
  • Preparing a financial statement dashboard to provide you with a snapshot of information that you need to make sound business decisions.
  • Regular monthly meetings to stay on top of the financial picture and to help you understand your financial statements in order to keep your business on track financially.
  • Ensuring best accounting practices, policies and procedures are in place to ensure your accounting team is running efficiently.
  • Becoming part of your team to provide accounting solutions so you can run your business.
  • Ensure your balance sheet numbers are reconciled and up to date
  • Advise/review any necessary adjusting entries
  • Maintain complete asset listing
  • Provide monthly comparative profit and loss analysis
  • Review monthly financial statements (Profit and Loss; Balance Sheet; Cash Flow)
  • Assist with monthly financial reporting package to send to the bank and the management team
  • Meeting to review monthly financial statements
  • Provide support with preparing monthly reporting packages
  • Provide support with preparing and monitoring budgets
  • Provide support with improving processes and procedures
  • Assist with yearend financial package preparation to forward to your external accountantsEnsure government payments for GST, corporate taxes and payroll remittances are remitted on time
  • Assist with the month end process and preparation of monthly bookkeeping binder with relevant supporting documentation

packageB


  • A quarterly analysis of your books and records to ensure your financial statements are on track for year end.
  • Working towards a financial statement dashboard to provide you a snapshot of the information you deem important.
  • Quarterly meetings to go over your financial statements to help you understand the statements in order to make sound business decisions.
  • Keep the financial statement updated and on track, monitor tax requirements, provide analysis and oversight to keep you up to date.
  • Becoming part of your team to provide accounting solutions so you can run your business.
  • Provide bookkeeping support and ongoing training to the internal accountant as needed.
  • Ensure your balance sheet numbers are reconciled and up to date.
  • Advise/review any necessary adjusting entries.
  • Provide quarterly comparative profit and loss analysis.
  • Review quarterly financial statements (Profit and Loss; Balance Sheet; Cash Flow).
  • Assist with quarterly financial reporting package to send to the bank and the management team.
  • Meeting to review quarterly financial statements.
  • Provide support with improving processes and procedures.
  • Assist with yearend financial package preparation to forward to your external accountants.
  • Assist with the Quarter end process and preparation of quarterly bookkeeping binder with relevant supporting documentation.


  • A quarterly analysis of your books and records to ensure your financial statements are up to date and on track for year end.
  • Quarterly meetings to go through your records to help you understand your statements in order to make sound business decisions.
  • Provide bookkeeping support and ongoing training to the internal accountant as needed.
  • Ensure your balance sheet numbers are reconciled and up to date.
  • Advise/review any necessary adjusting entries.
  • Provide quarterly comparative profit and loss analysis.
  • Review quarterly financial statements (Profit and Loss; Balance Sheet).
  • Assist with quarterly financial reporting package to send to the bank and the management team.
  • Provide support with improving processes and procedures.
  • Assist with yearend financial package preparation to forward to your external accountants.
  • Assist with the Quarter end process and preparation of quarterly bookkeeping binder with relevant supporting documentation.

Frederick OTG is here to help you understand your financial picture and put a plan in place to get you where you want to go. 

Above are sample packages. Every package will be tailored to suit the needs of each client/business.

After an initial needs assessment, ensuring a clear understanding of the business, the goals and areas of concern for the business owner, Frederick OTG will put together a proposal – giving the customer three options to choose from.  The options will be based on the initial needs assessment to ensure the services address the needs of the client.